Income Taxes and Retirement Savings

Professor Benjamin Harris (Kellogg School of Management) made a case for redoing our 401(k) retirement savings system.  He had several good points, too: the tax break today compared to the taxes due on withdrawal during retirement’s usually lower tax rate is irrelevant to those whose current income is low enough to go untaxed or not taxed much.  Contributions are tax deductions vs tax credits equal to a portion of contributions.  The whole system is complex from a tax-figuring perspective (what are the tax brackets in play for a particular saver, what taxes will be in play when the saver retires, how will investments perform in the interim).

Overlooked, though, is a larger alternative, even if it is a more difficult alternative to achieve.  It’s far from impossible to achieve; this year’s tax reform and cuts represent a major step in this direction.

The whole complexity of the tax question, along with most of the tax question itself, would disappear with a low, flat income tax rate.

Discrimination

The discrimination suit against Harvard is underway, and the first day produced some interesting claims.

William Fitzsimmons, Harvard’s admissions dean since 1986, defended the policy [of favoring some applicants over others on the basis of race] by saying the letters to white students in more rural states help the school recruit from areas where students may be less aware of Harvard.

This is nonsense. If student awareness were the goal, instead of sending letters to favored individuals, Harvard would advertise, would communicate with the junior high schools and high schools of those rural areas.

Race is never the reason a student is admitted or rejected from Harvard, he [William Lee, a WilmerHale partner representing Harvard] said, adding the school considers race as one of many factors, in line with Supreme Court precedents.

This is disingenuous at best. If race is never a reason, it wouldn’t be missed if it were eliminated from consideration.

In addition, there is a clear designed-in disparate impact at work here, but since it’s not an impact against a favored group of Americans, it’s not discussed.